HGI Wealth Advisors · 16 hours ago
Financial Advisor Trainee Associate
Austin, Texas Metropolitan Area
Full-time
Onsite
New Grad, Entry LevelHGI Wealth Advisors is seeking a Financial Advisor Trainee Associate to kickstart a career in financial services. This role offers hands-on experience in financial planning and advising while assisting senior advisors and participating in team meetings.
Financial Services
Hiring Manager
Peter O. Estévez
Responsibilities
Assist senior advisors in preparing client financial plans
Conduct research and gather relevant data on investment products
Support in the preparation of client presentations
Learn about different financial strategies and investment solutions
Participate in team meetings and client calls
Stay updated on industry trends and financial regulations
Qualification
Required
Currently pursuing or recently graduated with a degree in Finance, Business, or related field
Strong interest in financial services and wealth management
Excellent communication and analytical skills
Ability to work independently and as part of a team
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Benefits
Flexible work schedule (25-35 hours per week)
Mentorship from experienced financial advisors
Hands-on learning experience in a professional setting
Potential for growth and full-time opportunities
Uncapped commission based compensation
Company
HGI Wealth Advisors
We are dedicated to helping individuals navigate the complexities of wealth preservation, minimizing taxes, fees, penalties, and potential losses during this historic period of wealth transfer.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase